Squar Milner Financial Services’s Expeditors International EXPD Stock Holding History

Squar Milner Financial Services’s Portfolio EXPD Stock Details EXPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-3,435	Closed	-$261K	–	63
2020 Q2	$261K	Buy	3,435 +198	+6%	+$14.5K	0.15%	170
2020 Q1	$215K	Sell	3,237 -417	-11%	-$29.7K	0.13%	156
2019 Q4	$285K	Buy	3,654 +858	+31%	+$64.3K	0.14%	149
2019 Q3	$253K	Sell	2,796 -535	-16%	-$39.2K	0.13%	178
2019 Q2	$253K	Sell	3,331 -34	-1%	-$2.57K	0.17%	135
2019 Q1	$255K	Buy	3,365 +45	+1%	+$3.25K	0.19%	128
2018 Q4	$226K	Hold	3,320	–	–	0.22%	114
2018 Q3	$244K	Buy	3,320 +102	+3%	+$7.54K	0.22%	124
2018 Q2	$235K	Sell	3,218 -1,430	-31%	-$99.9K	0.21%	135
2018 Q1	$294K	Hold	4,648	–	–	0.37%	97
2017 Q4	$308K	Buy	+4,648	New	+$285K	0.37%	96

Other funds holding EXPD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Squar Milner Financial Services's EXPD Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Expeditors International (EXPD) in Q3 2020, closing a stake of 3,435 shares — an estimated $261K sold.

Squar Milner Financial Services first reported a position in EXPD in Q4 2017 and held it in 11 quarters. The position peaked at $308K in Q4 2017. 634 funds tracked by Wall St. Rank hold EXPD as of Q3 2020.

Squar Milner Financial Services reported no remaining Expeditors International position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 3,435 Expeditors International shares in Q3 2020, an estimated $261K.
Squar Milner Financial Services first reported a position in Expeditors International in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's Expeditors International position peaked at $308K in Q4 2017.
634 funds tracked by Wall St. Rank held Expeditors International as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.